Corient Private Wealth
SGI

Corient Private Wealth’s Somnigroup International SGI Stock Holding History

Corient Private Wealth’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$421K Sell
6,173
-3,529
-36% -$306K ﹤0.01% 2123
2025
Q4 		$866K Buy
+9,702
New +$848K ﹤0.01% 1965
2025
Q3 		– Sell
-4,325
Closed -$294K – 2709
2025
Q2 		$294K Sell
4,325
-1,082
-20% -$68.1K ﹤0.01% 1999
2025
Q1 		$324K Buy
+5,407
New +$327K ﹤0.01% 1813
2023
Q2 		– Sell
-6,658
Closed -$263K – 2190
2023
Q1 		$263K Buy
+6,658
New +$265K ﹤0.01% 1670

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return